by Jose Feliciano | Nov 11, 2024 | Uncategorized
To you, and especially to all who served, Happy Veterans Day! While thinking about the meaning behind the day, we came across an editorial in the Washington Post from a few years back. It was written by a veteran named J. Mark Jackson, who served in the 82nd and...
by Jose Feliciano | Sep 10, 2024 | Estate Planning, Family, Legacy Planning, Life Insurance
The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...
by Jose Feliciano | Aug 15, 2024 | Advice, Budgeting, Estate Planning, Family, Feliciano Financial Group, Financial, Financial Planning, Future, Investment Planning, Legacy Planning, Retirement Planning, Tax Planning, Taxes, Wealth Planning
“ho·lis·tic” adjective Characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole. You see the word “holistic” a lot more than you used to nowadays. That’s because more and more...
by Jose Feliciano | May 28, 2023 | Holiday Letters
Every Memorial Day, we as Americans take time to remember the soldiers who died serving our country. We lay flowers at their graves. We touch the monuments erected in their memory. Sometimes, we even walk on the same battlefields where they fought and fell. ...
by Jose Feliciano | May 18, 2023 | Inflation, Volatility
Have you ever noticed how so many idioms refer to the duality of life? Consider: There are two sides to every coin. Life is a double-edged sword. You can see the glass as half-full or as half-empty. Every cloud has a silver lining. Each of these sayings refers...
